CYNOSURE MANAGEMENT, LLC

CIK
0001763409
City
SALT LAKE CITY
State / Country
UT

Top Portfolio Positions

305 positions · $1,021,674,351 total · as of Dec 31, 2025
Ticker Company Shares Value (USD) % of Portfolio
GEHC
GE HealthCare Technologies Inc.
Healthcare
4,365,462 $358,055,193 35.05%
CAT
Caterpillar Inc
Industrials
513,754 $294,314,253 28.81%
SPY
Spdr S&P 500 Etf Trust
93,921 $64,046,608 6.27%
CRCL
Circle Internet Group, Inc.
Financial Services
343,129 $27,210,129 2.66%
GLD
Spdr Gold Trust
62,170 $24,638,591 2.41%
IBM
International Business Machines Corp
Technology
51,478 $15,248,297 1.49%
UNP
Union Pacific Corp
Industrials
59,193 $13,692,524 1.34%
GE
General Electric Co
Industrials
35,395 $10,902,721 1.07%
GEV
GE Vernova Inc.
Industrials
15,180 $9,921,192 0.97%
QQQ
Invesco Qqq Trust, Series 1
13,065 $8,025,960 0.79%

Portfolio Trend

24 quarters · across all stocks

Holdings in ROOT

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Shares Held

Position Value (USD)

4 of 4 shown
Report Date Value (USD) Shares
2025-12-31 $1,256,007 17,389
2025-09-30 $1,556,489 17,389
2025-06-30 $2,225,270 17,389
2025-03-31 $2,308,912 17,303